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iShares Core S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
326
TimeScale Financial
Massachusetts
$14.5M +$133K +1,393 +1%
PSIWM
327
Paradigm Strategies in Wealth Management
Minnesota
$14.5M +$1.85M +19,402 +15%
CA
328
Capital Advantage
California
$14.5M +$280K +2,941 +2%
SC
329
Savant Capital
Illinois
$14.4M +$6.33M +66,525 +86%
BHIA
330
Birch Hill Investment Advisors
Massachusetts
$14.3M +$1.36M +14,333 +11%
CAL
331
Capital Analysts LLC
Pennsylvania
$14.1M +$5.12M +53,790 +61%
HBT
332
Hills Bank & Trust
Iowa
$14.1M -$5.41M -56,797 -29%
AFS
333
Aft Forsyth & Sober
Florida
$14M +$1.61M +16,945 +14%
LP
334
LGL Partners
Pennsylvania
$13.9M -$1.31M -13,748 -9%
SWA
335
Stratos Wealth Advisors
Ohio
$13.9M +$633K +6,646 +5%
CPG
336
Cornerstone Planning Group
New Jersey
$13.9M +$13.3M +139,489 New
CFG
337
Compton Financial Group
Maryland
$13.9M +$513K +5,385 +4%
Lido Advisors
338
Lido Advisors
California
$13.9M -$1.74M -18,227 -12%
LA
339
Legacy Advisors
Pennsylvania
$13.9M +$3.27M +34,364 +33%
P
340
&Partners
Tennessee
$13.8M +$157K +1,645 +1%
DWA
341
Divergent Wealth Advisors
Utah
$13.8M +$338K +3,549 +3%
WH
342
Whitcomb & Hess
Ohio
$13.8M +$130K +1,362 +1%
TCOV
343
Trust Company of Vermont
Vermont
$13.7M +$93.7K +984 +0.7%
FAM
344
Frontier Asset Management
Wyoming
$13.6M +$2.34M +24,560 +22%
LBC
345
Lowe Brockenbrough & Co
Virginia
$13.5M +$300K +3,152 +2%
HF
346
Halpern Financial
Virginia
$13.5M -$1.35M -14,159 -9%
WT
347
Washington Trust
Rhode Island
$13.4M +$1.08M +11,298 +9%
JAG
348
Journey Advisory Group
Kentucky
$13.4M +$2.57M +27,040 +25%
BWIA
349
Bryant Woods Investment Advisors
New York
$13.4M +$548K +5,751 +4%
LIA
350
LBMC Investment Advisors
Tennessee
$13.3M -$345K -3,623 -3%